dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work
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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/01 15:51] – [Tax Schedule Selection section] chuck | dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2017/09/07 18:44] (current) – conni | ||
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====== Why would tax schedule selection fail to work? ====== | ====== Why would tax schedule selection fail to work? ====== | ||
+ | |||
Tax schedules are normally assigned using these DynamicZip Routines: | Tax schedules are normally assigned using these DynamicZip Routines: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
+ | |||
+ | Tax schedules assignment can also be triggered automatically while the user is entering transactions as well as when creating or editing customer, vendor and/or site addresses. | ||
There are several things that can affect the DynamicZip [[dynamiczip: | There are several things that can affect the DynamicZip [[dynamiczip: | ||
+ | |||
===== DynamicZip Setup window ===== | ===== DynamicZip Setup window ===== | ||
- | These settings are made in the [[dynamiczip: | + | |
+ | The following | ||
==== Tax Schedule Selection section ==== | ==== Tax Schedule Selection section ==== | ||
- | * If **Assign Tax Schedule** is not selected, no tax schedules will be assigned. | + | * If **Assign Tax Schedule** is __not__ |
- | * If **Restrict by Country Code** is selected and the address has a country code that does not match either the Country Code Default for USA or for Canada as specified in the Import Settings section of the [[dynamiczip: | + | * If **Restrict by Country Code** is selected and the address has a country code that does not match either the Country Code Default for USA or for Canada as specified in the Import Settings section of the DynamicZip Setup window, no tax schedule will be selected for this address. |
- | * If **Select Default** is not selected and multiple tax schedules exist that could be valid for the address' | + | * If **Select Default** is __not__ |
* If **Update Blank and Zip ID's Only** is selected and the address currently has a tax schedule assigned to it that is not a [[dynamiczip: | * If **Update Blank and Zip ID's Only** is selected and the address currently has a tax schedule assigned to it that is not a [[dynamiczip: | ||
* If **Exempt Always Valid** is selected and the address currently has a tax schedule assigned to it that has EXEMPT embedded in the ID, no tax schedule will be selected for this address. | * If **Exempt Always Valid** is selected and the address currently has a tax schedule assigned to it that has EXEMPT embedded in the ID, no tax schedule will be selected for this address. | ||
+ | |||
===== DZ Customer Supplement window ===== | ===== DZ Customer Supplement window ===== | ||
- | This setting is made in the [[dynamiczip: | + | |
+ | The following | ||
==== Base Taxable Status==== | ==== Base Taxable Status==== | ||
* If Base Taxable Status is set to **Default** or **Taxable**, | * If Base Taxable Status is set to **Default** or **Taxable**, | ||
- | * If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip: | + | * If Base Taxable Status is set to **Exempt**, only tax schedules that are Exempt Tax Schedules will be considered valid for this customer. |
- | * If Base Taxable Status is set to **Ask**, no tax schedule will be selected for this customer. | + | * If Base Taxable Status is set to **Ask** |
+ | * no tax schedule is currently selected for this address and both taxable and exempt tax schedules exist for this location, then no tax schedule will be automatically selected. | ||
+ | * a tax schedule is currently | ||
+ | * a tax schedule is currently selected for this address that has a matching zip then | ||
+ | * if the currently selected tax schedule is taxable, the Base Taxable Status will be considered to be Taxable and only tax schedules that are **not** Exempt Tax Schedules will be considered valid for this customer. | ||
+ | * if the currently selected tax schedule is exempt, the Base Taxable Status will be considered to be Exempt and only tax schedules that are Exempt Tax Schedules will be considered valid for this customer. | ||
===== Troubleshooting ===== | ===== Troubleshooting ===== | ||
+ | |||
As a general rule, the quickest way to determine why a customer' | As a general rule, the quickest way to determine why a customer' | ||
- Open the [[dynamics: | - Open the [[dynamics: | ||
- | - Select DZ Zip Address Lookup from the [[dynamiczip: | + | - Select DZ Zip Address Lookup from the [[dynamiczip: |
- | - When the address is validated or corrected, click or tab into the Tax Schedule ID field. This should trigger DynamicZip to [[dynamiczip: | + | - When the address is validated or corrected, click or tab into the Tax Schedule ID field. This should trigger DynamicZip to [[dynamiczip: |
- | - If there is only one valid choice for the address (or select default is selected in DynamicZip Setup) then open that tax schedule in the [[dynamics: | + | - If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip: |
+ | - If there is only one valid choice for the address (or select default is selected in DynamicZip Setup) then open that tax schedule in the [[dynamics: | ||
+ | |||
+ | ---- | ||
+ | [[dynamiczip: | ||
+ | [[dynamiczip: |
dynamiczip/faq/why_would_tax_schedule_selection_fail_to_work.1433173865.txt.gz · Last modified: 2015/06/01 15:51 by chuck